See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,691 | $110,094-74.8% | $151,611-81.7% | $68,494-59.6% |
| Participation rate | 74.2% | 84.0%-9.7pp | 87.5%-13.3pp | 67.9%+6.4pp |
| Annual return | -19.54% | -10.12%-9.4pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,195 | $4,471-73.3% | $6,166-80.6% | $2,596-54.0% |
| Participant deferral / active EE | $2,128 | $6,527-67.4% | $8,363-74.6% | $4,027-47.2% |
| Admin fee / account holder | $9,019 | $7,719+16.8% | $11,616-22.4% | $5,403+66.9% |